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Yyyyyy x. yyyyyy

- 8 Summer Hill Ct Ÿ Xxxxxx, XXXXXX xxxxxx-5978 ( (xxx-xxx-xxxx *


Branch Manager ▪ Wealth Management Advisor ▪ Private Banker (Relocating to Charlotte, NC)

Qualifications Profile


    Self-assured, accomplished, and results-driven management professional backed by more than 17 years providing sales, customer service, and operations support with the last 7 years of leadership in the banking sector.

    Proven dedication to delivering outstanding customer service in the people-centric banking industry, enabling the business to achieve exemplary growth in sales and strategic competitive presence in target markets.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Strong people management and interpersonal communication skills that inspire confidence across diverse ethnicities.


Key Expertise

    Strategic Planning & Execution

    Wealth Management

    Customer Service Management

    Investment Portfolio Management

    Risk Management

    Relationship Management (Clients, Stakeholders, Public, & Partners)

    Policies & Regulatory Compliance

    Project/Program Management

    Credit & Mortgage Management

    Staff Supervision & Training

    Change Management


Professional Experience


Merrill Lynch/Bank Of America Vice President & Wealth Management Banker May 2015 Present

    Provide strategic direction in driving wealth management and financial planning services to its clients, delivering asset, credit, and liquidity solutions to affluent high-yield clients that bring incremental revenue for the bank.

    Execute on comprehensive financial planning through assessing needs, identifying opportunities and delivering results.

    Build sustainable professional relationships with clients, senior management, and industry professionals, identifying business opportunities in core markets, leveraging partnerships outside of the Wealth Management Channel to capture business in highly specialized areas, and winning $20M structured credit deal with a custom mortgage component.


KEY BANK Vice President & Key Center Manager Nov 2011 May 2015

    Supervised a team of 5 in managing branch operations, driving sales of bank products to both retail and commercial clients, developing and executing strategic financial solutions that enabled clients to meet long and short term goals, and steering the compaxxxxxx to achieve 135% of consumer sales target and 235% of corporate sales.

    Leveraged extensive network of COIs, providing superior customer experience that successfully transitioned high net worth retail clients into the private bank.

    Developed and executed an investment training program that optimized the skill set of personal bankers in developing leads for the Financial Advisor, as well as a weekly teller training program that enabled tellers to exceed referral goals.


HSBC Bank Vice President & Senior Branch Manager Apr Nov 2011

    Built and managed profitable retail and commercial customer relationships, sustaining a competitive advantage in sales and service that enabled the branch to achieve 162% of its sales targets for the year.

    Supervised a staff of 7 in managing branch front and back office operations.

Business Banking Specialist Mar 2009 Apr 2011

    Managed portfolio of corporate banking clients averaging 3 products per client, harnessing new business opportunities to win new clients, cross-selling products, and growing customer relationships.

    Built and maintained cross-functional relationships that maximized bank resources in delivering cash management, trade services, and succession planning.


It s Perfectly Personal Founder and Sole Proprietor Feb 2003 - Feb 2009

Spaulding & Slye Colliers Construction Cost Manager Jun 1998 - Aug 2001


Education & Credentials


    B.A. in Philosophy, Minor in Political Science, TRINITY UNIVERSITY, San Antonio, TX (1994)


    Series 7 & 63 Licenses | Life & Health Insurance Licenses


    Sales Excellence Club, HSBC (2010)

    Top 10 producer, 2010 & 2009, with sales exceeding 115% and 120% of annual target, respectively, HSBC

    Merchant Service Banker of the month, HSBC | Nationally ranked first quartile Branch Manager, Key Bank

Professional Affiliations & Community Involvement

    Member: Junior League of Xxxxxx | Daughters of the American Revolution

    Audit Board Member: Friends of Night People

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